Family trust and estate planning focused on your custom family values, specializing in Korean, Japanese, Chinese and Taiwanese clients

Family trust and estate planning, is a complex path, with many unforeseen twists. Money is only a small part of proper family planning. High net worth families should consider spending many hours, if not days, discussing with our team the proper structure to handle the long term, multi-generational issues that we will bring up for discussion.

 

Your family’s financial investments should help provide the family a sound basis for their future endeavors, but in a way that can best avoid financial pitfalls. Additionally, it’s not just about money, but also promoting the founding family’s social and personal goals.

 

So please contact us for a free consultation on the best ways to structure yours. IPM Advisory focuses on bridging your financial expectations with your unique social, cultural and generational goals.

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    We’ve been helping high new worth families of Asian descent, principally Korean, Taiwanese, Japanese and Chinese, navigate their complex cultural and social situations and match them with the myriad of financial options to help them plan for their family’s long term success. We work with your family, which often can be difficult for family members to do for themselves, to identify the real goals and the best way to achieve those.

     

    We’re experts in business management and financial options, allowing a marriage that is unique to many Asian families. Additionally, we’re one of the only Family Office Exchange (FOX) partners in the South Korea and Asia region. Through our network you can be connected with other industry professionals for exclusive family office benefits, training and seminars.

    Personalized family trust and estate planning is more than just investments

    Everything starts with a free consultation. We’ll spend time explaining not only what we do, but understanding your vision and goals. Then we’ll present you various scenarios that we think will help you bring your family goals to fruition. In the end, you will decide. For us, educating clients on available options is one of the most important jobs we can perform.

    Start by contacting us today. IPM Advisory’s team of wealth management and financial advisors will help guide you and your family through complex tax situations, international property and business situations as well as understanding what family trust and estate planning can do for you

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